diff --git a/src/content/docs/billing/about-billing/about-billing.mdx b/src/content/docs/billing/about-billing/about-billing.mdx index ddc407bd7..f1dffb96e 100644 --- a/src/content/docs/billing/about-billing/about-billing.mdx +++ b/src/content/docs/billing/about-billing/about-billing.mdx @@ -17,8 +17,8 @@ metadata: languages: [] audience: [developer, product-manager, business-owner] complexity: beginner - keywords: [billing, plans, pricing, Stripe, customer lifecycle, revenue, subscriptions] - updated: 2025-01-16 + keywords: [billing, plans, pricing, Stripe, customer lifecycle, revenue, subscriptions, trial, tax, VAT, sales tax, invoicing] + updated: 2026-04-07 featured: false deprecated: false --- @@ -30,6 +30,7 @@ As part of using this feature, you can: - Create and manage plans, and make them visible to your customers - Create and customize a pricing table for plan selection - Implement specific pricing models to suit your product +- Offer free trial periods that automatically convert to paid subscriptions - Use Stripe for secure handling of payments and invoicing - Link organizations (B2B) and individual customers (B2C) to a plan - Handle plan upgrade, downgrade, and cancellation @@ -38,19 +39,24 @@ As part of using this feature, you can: Billing makes the Kinde platform _the_ essential development infrastructure for managing the customer lifecycle across every part of your business. From registration to plan selection, authorization to provisioning, releases to upgrades. -## This is our first billing release - -Billing is a really complex area of app development, so while this release is tested and ready, we are actively working on improvements from day one. +## How is sales tax or VAT handled in Kinde billing? -### How to send feedback +Subscription charges and invoices are processed through **Stripe** as part of Kinde billing. How tax is calculated, shown on invoices, and collected depends on your **Stripe account** configuration—for example tax registrations, [Stripe Tax](https://stripe.com/tax), and invoice settings—not on separate tax controls in the Kinde plan builder. -It would be amazing if you can send any feedback you have [support@kinde.com](mailto:support@kinde.com) so we can quickly collect and prioritize improvements. +Use the Stripe Dashboard for your connected account to align tax behavior with your regions and compliance needs (including whether prices are tax-inclusive or tax-exclusive). If you need help mapping this to your Kinde plans, contact [support@kinde.com](mailto:support@kinde.com). ## Known limitations These are current limitations that we are aware of and are working on adding. -- Support for plan models with free trial periods - Custom billing intervals (e.g., quarterly) are not supported. Fixed charges are limited to daily, weekly, monthly, or yearly intervals. - Changes to the billing cycle (e.g. choose billing anniversaries, etc.) - Add-ons and discounts that can be applied to individual subscriptions + +## This is our first billing release + +Billing is a really complex area of app development, so while this release is tested and ready, we are actively working on improvements from day one. + +### How to send feedback + +We’d appreciate your feedback—please send it to [support@kinde.com](mailto:support@kinde.com) so we can quickly collect and prioritize improvements. \ No newline at end of file diff --git a/src/content/docs/billing/about-billing/billing-concepts-terms.mdx b/src/content/docs/billing/about-billing/billing-concepts-terms.mdx index 2b10d7b1b..1ff5f9b78 100644 --- a/src/content/docs/billing/about-billing/billing-concepts-terms.mdx +++ b/src/content/docs/billing/about-billing/billing-concepts-terms.mdx @@ -13,8 +13,8 @@ metadata: languages: [] audience: [developer, product-manager, business-owner] complexity: beginner - keywords: [billing concepts, plan groups, features, pricing models, metered usage, fixed charges, billing interval, offer as annual, multi-currency] - updated: 2025-11-27 + keywords: [billing concepts, plan groups, features, pricing models, metered usage, fixed charges, billing interval, offer as annual, multi-currency, trial, trial period, free trial] + updated: 2026-04-07 featured: false deprecated: false --- @@ -31,6 +31,7 @@ deprecated: false - **Plan groups** - Plan groups organize multiple plans under a common category, helping segment offerings by use case, customer size, or market. A group is scoped to either organizations (B2B) or individual customers (B2C). You can have multiple plan groups, but each plan must belong to a group. - **Plans** - Plans define the specific features, usage limits, and pricing tiers offered to customers in a SaaS product. - **Plan settings** - Configuration options that control subscription behavior, such as whether to require credit card details during signup. The "Ask for credit card" setting allows free plans to skip payment collection for a frictionless experience. +- **Trial period** - An optional setting on paid plans that lets customers try the plan for a set number of days before being charged. During the trial, the customer has full access to the plan's features. Kinde creates the trial using Stripe's subscription trial. Plans with a trial enabled show a badge on the pricing table. - **Features** - Plan features are the specific capabilities or entitlements included in a plan. They can be chargeable (incurring additional fees) or non-chargeable (included at no extra cost). Features can be metered (usage-based) or unmetered (fixed access). - **Fixed charges** – Single chargeable items like the subscription base price and other standalone recurring charges. You can set billing intervals (daily, weekly, monthly, or yearly) and optionally offer one charge per plan as annual at a custom yearly price. - **Pricing models** - Pricing models are the different methods of charging customers, such as flat-rate, usage-based, tiered, per-seat pricing, etc. Your pricing model is determined by your product and customer needs. Consider scalability and longevity when deciding this. @@ -45,6 +46,7 @@ deprecated: false - **Chargeable / Non-chargeable feature** – - **Chargeable feature**: Incurs an additional fee when used. Might be metered or per unit price. - **Non-chargeable feature**: Add non-chargeable features for any included features which aren't independently chargeable, but need to be gated in your product. +- **Credit card prompt (trial)** – The number of days before a trial ends when the customer is prompted to add payment details. This helps ensure payment information is collected before the trial expires and the subscription converts to a paid subscription. - **Feature** – A specific function or capability of your SaaS product that you provision for app users. In context with a plan, these are chargeable or non-chargeable features that are provisioned to customers. - **Fixed charge** – A recurring fee that does not change based on usage. You can bill at daily, weekly, monthly, or yearly intervals. Use this for a plan’s base price or other flat recurring fees. Optionally, one fixed charge per plan can be offered as annual at a predefined yearly price. - **Metered and unmetered feature** – Metered features are provisioned in units, often with pricing per unit, e.g. MAU. An unmetered feature is like a boolean, and is a basic feature with no pricing attached. @@ -54,5 +56,18 @@ deprecated: false - **Pricing model** – The structure used to determine how features in a plan are priced. E.g. fixed charge, tiered, per-user, or usage-based pricing. Kinde lets you use multiple pricing models within one plan. - **Subscription** – The ongoing agreement where a customer pays for access to a SaaS product via a recurring plan. This is referred to as an agreement in Stripe. - **Tiered pricing** – This refers to unit pricing that has different unit costs based on the volume of units purchased. E.g. $10 per unit for 1–10 units, $8 per unit for 11–50 units, $5 per unit over 51 units. +- **Trial expires on** – The date and time when a customer's trial period ends. This value is available in billing-related access token claims as `trial_expires_on` when a trial is active. +- **Trial period** – A configurable window of time during which a customer can use a paid plan for free. At the end of the trial, the subscription automatically converts to a paid subscription via Stripe. Trial length is set in days. - **Unit price** – Where a price is set per unit of usage, e.g. a seat or license. Unit prices can also be applied to metered features, e.g. x per unit. Unit prices can also be tiered, e.g. x per unit up to 10 units, then y for 10+ units. - **Usage-based** **price** – A billing method where charges vary based on the metered consumption of resources or services (e.g., API calls, storage). + +## What trial-related claims appear in access tokens? + +When a customer is on a plan with Kinde billing trials enabled, access tokens can include the following billing trial fields: + +| Claim | Type | Description | +| --- | --- | --- | +| `has_trial_period` | boolean | Whether the customer's current plan includes an active trial period | +| `trial_expires_on` | string (ISO 8601 datetime) | The date and time when the trial period ends. Typically present when `has_trial_period` is `true` | + +For general access token structure, see [Access tokens](/build/tokens/about-access-tokens/). diff --git a/src/content/docs/billing/about-billing/billing-faq.mdx b/src/content/docs/billing/about-billing/billing-faq.mdx index 6f0f8c8f6..1bff95634 100644 --- a/src/content/docs/billing/about-billing/billing-faq.mdx +++ b/src/content/docs/billing/about-billing/billing-faq.mdx @@ -16,8 +16,8 @@ metadata: languages: [] audience: [developer, product-manager, business-owner, support] complexity: beginner - keywords: [billing faq, billing questions, plan management, payment processing, subscription management, customer support] - updated: 2025-11-27 + keywords: [billing faq, billing questions, plan management, payment processing, subscription management, customer support, trial, free trial, tax, VAT] + updated: 2026-04-07 featured: false deprecated: false --- @@ -115,15 +115,28 @@ Yes, Kinde allows you to configure whether credit card collection is required fo
Can I set up free trial periods that automatically convert to paid plans? -Not yet. Kinde billing does not currently support built-in free trial periods or automatic trial-to-paid conversion logic. +Yes. Kinde billing supports free trial periods on paid plans. When you enable a trial on a plan, customers can use the plan for a configurable number of days before being charged. At the end of the trial, the subscription automatically converts to a paid subscription via Stripe. -If you need trial-like onboarding today, create a free plan and then move customers to a paid plan through your upgrade flow (self-serve or API), with reminder emails or in-app prompts before upgrade. +You configure trials in plan settings: -**Learn more:** [About plans](/billing/manage-plans/about-plans/) | [Top questions about Kinde billing](/billing/about-billing/kinde-billing-faqs/) +- **Trial length** — how many days the trial lasts (default 30, minimum 1). +- **Credit card prompt** — how many days before the trial ends to prompt the customer for payment details (default 3). + +Plans with a trial display a "Free trial for N day(s)" badge on the pricing table. The **Ask for credit card** option must be on for trial plans. + +**Learn more:** [Create plans — Configure trial period](/billing/manage-plans/create-plans/#configure-trial-period)
## Payment Processing & Management +
+How is tax (sales tax or VAT) handled in Kinde billing? + +Kinde billing does not provide separate tax settings in the plan builder. Payments and invoices are processed through your connected **Stripe** account, so tax behavior depends on how you configure **Stripe**—for example registrations, Stripe Tax, and invoice settings. Use the Stripe Dashboard to set this up for the regions where you sell. + +**Learn more:** [About billing](/billing/about-billing/about-billing/) | [Manage Stripe connection](/billing/payment-management/manage-stripe-connection/) +
+
What payment methods does Kinde support through Stripe? diff --git a/src/content/docs/billing/about-billing/kinde-billing-faqs.mdx b/src/content/docs/billing/about-billing/kinde-billing-faqs.mdx index e66b049c5..dbcb0b704 100644 --- a/src/content/docs/billing/about-billing/kinde-billing-faqs.mdx +++ b/src/content/docs/billing/about-billing/kinde-billing-faqs.mdx @@ -12,8 +12,8 @@ metadata: topics: [billing, plans, plan selector, entitlements, feature charges, pricing models, MAU, Stripe] audience: [frontend-developer] complexity: beginner - keywords: [billing, plans, plan selector, entitlements, feature charges, pricing models, MAU, Stripe] - updated: 2026-03-13 + keywords: [billing, plans, plan selector, entitlements, feature charges, pricing models, MAU, Stripe, tax, VAT] + updated: 2026-04-07 featured: false deprecated: false ai-summary: > @@ -81,8 +81,24 @@ Yes, when creating or editing a plan, you'll find an **Ask for credit card** tog [Create and configure plans](/billing/manage-plans/create-plans/) | [About plans](/billing/manage-plans/about-plans/)
+
+How do I offer a free trial period on a Kinde billing plan? + +Enable the trial period toggle in the plan settings when creating or editing a plan. Set the trial length in days and configure how many days before the trial ends to prompt for payment details. When a trial is enabled, customers can use the plan without being charged until the trial ends, at which point their subscription automatically converts to a paid subscription via Stripe. + +Trial plans require the **Ask for credit card** option to be enabled. Plans with an active trial display a "Free trial for N day(s)" badge on the pricing table. +[Configure trial periods](/billing/manage-plans/create-plans/#configure-trial-period) | [About plans](/billing/manage-plans/about-plans/) +
+ ## Stripe integration +
+How is tax handled for Kinde billing subscriptions? + +Tax is not configured inside Kinde’s plan editor. Charges and invoices run through your connected **Stripe** account, so tax calculation, collection, and invoice presentation follow your **Stripe** setup (registrations, Stripe Tax, invoice options, and regional rules). Configure those details in the Stripe Dashboard. If you need guidance for your use case, contact [support@kinde.com](mailto:support@kinde.com). +[About billing](/billing/about-billing/about-billing/) | [Manage Stripe connection](/billing/payment-management/manage-stripe-connection/) +
+
Why does Kinde create a new Stripe account instead of connecting to my existing one? @@ -224,7 +240,7 @@ Start by reviewing billing history in the organization portal to verify charge t
What are current Kinde billing limitations? -Current limitations include custom billing period support (forthnightly, etc.), no free-trial option, and limited plan-versioning options. Workarounds include annual-equivalent plans and free-plan onboarding with upgrade automation. Share product feedback through support channels to help prioritize roadmap improvements. +Current limitations include custom billing period support (fortnightly, etc.) and limited plan-versioning options. Workarounds include annual-equivalent plans. Share product feedback through support channels to help prioritize roadmap improvements. [Current billing limitations](/billing/manage-plans/about-plans/) | [Alternative approaches](/billing/pricing/pricing-models/)
diff --git a/src/content/docs/billing/billing-user-experience/customize-billing-pages.mdx b/src/content/docs/billing/billing-user-experience/customize-billing-pages.mdx index b4219be53..c4d217ad9 100644 --- a/src/content/docs/billing/billing-user-experience/customize-billing-pages.mdx +++ b/src/content/docs/billing/billing-user-experience/customize-billing-pages.mdx @@ -14,8 +14,8 @@ metadata: languages: [html, css, javascript] audience: [developer, product-manager, ux-designer] complexity: intermediate - keywords: [plan sign-up, billing customization, plan selection, payment flow, billing screens, HTML CSS customization] - updated: 2025-11-27 + keywords: [plan sign-up, billing customization, plan selection, payment flow, billing screens, HTML CSS customization, trial, free trial] + updated: 2026-04-07 featured: false deprecated: false --- @@ -51,9 +51,9 @@ This is ideal for: Depending on how you choose to onboard customers, users will see up to three different billing screens during the authentication flow. These screens can be customized: -1. **Plan selection** - Displayed when a user signs up for the first time and multiple plans are available. +1. **Plan selection** - Displayed when a user signs up for the first time and multiple plans are available. Plans with a trial enabled show a "Free trial for N day(s)" badge. -2. **Payment details** - Shown after a user selects a plan—or if a plan was pre-selected before redirecting to Kinde. This screen only appears if the plan requires credit card details. Plans with no charges can optionally skip this screen if "Ask for credit card" is disabled in the [plan settings](/billing/manage-plans/create-plans/#configure-plan-settings). +2. **Payment details** - Shown after a user selects a plan—or if a plan was pre-selected before redirecting to Kinde. This screen only appears if the plan requires credit card details. Plans with no charges can optionally skip this screen if "Ask for credit card" is disabled in the [plan settings](/billing/manage-plans/create-plans/#configure-plan-settings). For trial plans, this screen may appear later — when prompted for payment details before the trial ends — and includes a message explaining the trial window. This skip behavior does not apply to trial-enabled paid plans. 3. **Success** - Shown when sign up and payment are successfully completed (or when a free plan subscription is confirmed). diff --git a/src/content/docs/billing/billing-user-experience/free-trials.mdx b/src/content/docs/billing/billing-user-experience/free-trials.mdx new file mode 100644 index 000000000..02b8fe706 --- /dev/null +++ b/src/content/docs/billing/billing-user-experience/free-trials.mdx @@ -0,0 +1,74 @@ +--- +page_id: 7c2e8f1a-9b4d-4e6c-a3f0-1d8e5c7b2a90 +title: Offer a free trial +sidebar: + order: 5 +relatedArticles: + - fe9fea0c-274c-4d6b-9cc5-eccdbaad85b7 + - c47fa1fb-15e1-4dcf-93d9-59df6acdf6da + - 06bb544c-1b84-4660-ac55-ac80b50ae5be + - 88e1773a-b681-441f-b4c7-d7d339116867 +description: How to offer free trials on paid plans with Kinde Billing, what customers see in the auth and pricing flow, and how trials convert to paid subscriptions via Stripe. +metadata: + topics: [billing] + sdk: [] + languages: [] + audience: [developer, product-manager, business-owner] + complexity: beginner + keywords: + - free trial + - trial period + - SaaS billing + - Stripe trial + - pricing table + - subscription conversion + updated: 2026-04-07 +featured: false +deprecated: false +ai_summary: How to offer free trials on paid plans with Kinde Billing, what customers see in the auth and pricing flow, and how trials convert to paid subscriptions via Stripe. +--- + +You can offer a free trial to your customers with Kinde Billing. + +Free trials let customers use a **paid** plan for a limited time before they are charged. They are a common way to reduce signup friction while still moving toward a paid subscription. With Kinde Billing, trials are implemented using **Stripe** subscription trials: the customer gets plan entitlements during the trial window, and the subscription can convert to paid automatically when the trial ends. + +This page describes the **end-to-end experience** and points to detailed plan settings in [Create plans](/billing/manage-plans/create-plans/). + +## Configure free trials + +Go to **Billing > Plans** and edit the plan you want to configure: + +1. Turn on **Trial period**. +2. Set **Trial length in days** (default 30, minimum 1). +3. Set **Days before trial end to prompt for credit card** (default 3; must be less than the trial length). + +For step-by-step instructions, see [Create plans — Configure trial period](/billing/manage-plans/create-plans/#configure-trial-period). + +## What do customers get during a trial? + +When someone subscribes to a plan that has a trial enabled: + +- They receive **full access** to the plan’s features for the **trial length** you configure (in days). +- **No charge** is made while the trial is active. +- Near the end of the trial, they are **prompted for payment details** (if your plan is set up to collect a card before conversion). The timing of that prompt is configurable. +- When the trial ends, Stripe **converts the subscription to paid** according to your plan’s pricing, provided payment details are in place. + +To see how this maps to billing screens (plan selection, payment details, and trial messaging), see [Customize the plan sign-up experience](/billing/billing-user-experience/customize-billing-pages/). + +## What do I need before offering a trial? + +- **Billing trials** must be enabled for your business. If you do not see trial options in plan settings, contact Kinde support or check your feature settings. +- **Stripe** must be connected and working for Kinde Billing, because trials are created as Stripe subscriptions with a trial period. +- **Ask for credit card** must be **on** for the plan. Trials cannot be enabled on plans where credit card collection is turned off. You can still use a **No credit card required** message in your own marketing; see below. + +## Can I advertise "No credit card required" for a trial? + +Yes. You can show a **No credit card required** message on your landing page or elsewhere in your product. In Kinde, **Ask for credit card** must still be **on** so that trials are allowed, but customers are **not** asked for payment details at signup. They are prompted later, based on **Days before trial end to prompt for credit card** (by default, **3** days before the trial ends). + +## What will customers see on the pricing table? + +Plans with a trial show a **"Free trial for N day(s)"** badge on the plan card. You do not configure the badge separately; it appears when the plan’s trial period is enabled. For when pricing tables appear (B2C vs B2B), see [Pricing table display defaults](/billing/billing-user-experience/pricing-table-display/). + +## Can I use trial information in my application? + +Yes. Billing-related access tokens can include trial fields (for example, whether the subscriber is in a trial and when it ends). See [What trial-related claims appear in access tokens?](/billing/about-billing/billing-concepts-terms/#what-trial-related-claims-appear-in-access-tokens) in [Billing concepts and terms](/billing/about-billing/billing-concepts-terms/). diff --git a/src/content/docs/billing/billing-user-experience/pricing-table-display.mdx b/src/content/docs/billing/billing-user-experience/pricing-table-display.mdx index 562f518cf..9b738f556 100644 --- a/src/content/docs/billing/billing-user-experience/pricing-table-display.mdx +++ b/src/content/docs/billing/billing-user-experience/pricing-table-display.mdx @@ -13,13 +13,13 @@ metadata: languages: [] audience: [developer, product-manager, business-owner] complexity: beginner - keywords: [pricing table display, B2C, B2B, B2B2C, plan groups, default display, URL parameters] - updated: 2025-01-16 + keywords: [pricing table display, B2C, B2B, B2B2C, plan groups, default display, URL parameters, trial, free trial] + updated: 2026-04-07 featured: false deprecated: false --- -The pricing table that is displayed in a particular flow depends on the the [default plan groups and pricing table order](/billing/manage-plans/add-manage-plan-groups/). +The pricing table that is displayed in a particular flow depends on the [default plan groups and pricing table order](/billing/manage-plans/add-manage-plan-groups/). ## B2C (User-based) @@ -44,6 +44,10 @@ A pricing table is shown when: +## Trial period badges + +Plans that have a trial period enabled display a **"Free trial for N day(s)"** badge on the plan card in the pricing table. This badge is shown automatically — no additional configuration is needed. It helps customers identify which plans offer a risk-free trial before committing to a paid subscription. + ## Override the default plan display You can override which plan or pricing table is shown using URL parameters. See: [Update code and URLs for billing](/billing/billing-user-experience/add-billing-to-url-sdk/). diff --git a/src/content/docs/billing/get-started/build-plans.mdx b/src/content/docs/billing/get-started/build-plans.mdx index 514b40805..0954d55ea 100644 --- a/src/content/docs/billing/get-started/build-plans.mdx +++ b/src/content/docs/billing/get-started/build-plans.mdx @@ -16,8 +16,8 @@ metadata: languages: [] audience: [developer, product-manager, business-owner] complexity: intermediate - keywords: [plan strategy, B2B, B2C, B2B2C, plan features, pricing models, plan limits, feature planning] - updated: 2025-01-16 + keywords: [plan strategy, B2B, B2C, B2B2C, plan features, pricing models, plan limits, feature planning, trial, free trial] + updated: 2026-04-07 featured: false deprecated: false --- @@ -33,7 +33,8 @@ If you have not created plans before, here’s a list of tasks to help you prepa 1. Are you creating B2B or B2C or B2B2C plans? B2B plan types are for business customers (organizations), B2C plan types are for individual users, B2B2C is a platform model, where you have a customer who is an organization, and then users who are customers of that organization. 2. Decide how many plans you want and the name of each plan. E.g. `Free, Pro, Plus` or `Solo, Team, Enterprise`. -3. Make a list of each [plan’s features](/billing/manage-plans/create-plans). For each feature, decide on: +3. Decide if any paid plans should offer a [free trial period](/billing/manage-plans/create-plans/#configure-trial-period). If so, decide the trial length and how many days before the trial ends to prompt for payment details. +4. Make a list of each [plan’s features](/billing/manage-plans/create-plans). For each feature, decide on: - the [pricing model](/billing/pricing/pricing-models/) that applies - limits and inclusions for a feature @@ -43,7 +44,7 @@ If you have not created plans before, here’s a list of tasks to help you prepa ![example spreadsheet for plan planning](https://imagedelivery.net/skPPZTHzSlcslvHjesZQcQ/401ff633-c6c8-45ba-9502-1a29274b4400/public) -4. Identify which features are common across plans. You don’t need to add a new feature every time, you can [re-use features](/billing/manage-plans/about-plans/) across plans and change the details. +5. Identify which features are common across plans. You don’t need to add a new feature every time, you can [re-use features](/billing/manage-plans/about-plans/) across plans and change the details. **See [Create plans](/billing/manage-plans/create-plans)** for step-by-step instructions. diff --git a/src/content/docs/billing/manage-plans/about-plans.mdx b/src/content/docs/billing/manage-plans/about-plans.mdx index 7bfb150e5..cca13c50f 100644 --- a/src/content/docs/billing/manage-plans/about-plans.mdx +++ b/src/content/docs/billing/manage-plans/about-plans.mdx @@ -16,8 +16,8 @@ metadata: languages: [] audience: [developer, product-manager, business-owner] complexity: intermediate - keywords: [plans, plan groups, features, pricing models, fixed charges, metered features, unmetered features, plan versioning] - updated: 2025-11-27 + keywords: [plans, plan groups, features, pricing models, fixed charges, metered features, unmetered features, plan versioning, trial, free trial] + updated: 2026-04-07 featured: false deprecated: false --- @@ -33,7 +33,6 @@ We recommend creating your basic or simplest plan first (e.g. your Free plan), t These are known limitations that we are actively working on to add. -- Support for plan models with free trial periods. - No alterations to billing cycle or invoice methods. - Add-ons and discounts that can be applied to individual subscriptions. @@ -63,6 +62,7 @@ The plan name appears on the pricing table that you can generate to share with c Plan settings control additional subscription behavior beyond pricing. - **Ask for credit card**: Determines whether users must provide payment details when subscribing. This can be disabled for free plans with no charges, allowing frictionless signups. For plans with any charges (fixed or metered), credit card collection is always required. +- **Trial period**: When enabled, lets customers try the plan for a set number of days before being charged. You can configure the trial length and how many days before the trial ends to prompt for payment details. Plans with a trial enabled show a "Free trial for N day(s)" badge on the pricing table. See [Create plans — Configure trial period](/billing/manage-plans/create-plans/#configure-trial-period) for configuration details. ### Plan feature pricing diff --git a/src/content/docs/billing/manage-plans/create-plans.mdx b/src/content/docs/billing/manage-plans/create-plans.mdx index d08ae0789..4295564b1 100644 --- a/src/content/docs/billing/manage-plans/create-plans.mdx +++ b/src/content/docs/billing/manage-plans/create-plans.mdx @@ -3,6 +3,8 @@ page_id: fe9fea0c-274c-4d6b-9cc5-eccdbaad85b7 title: Create plans sidebar: order: 2 +tableOfContents: + maxHeadingLevel: 3 relatedArticles: - 88e1773a-b681-441f-b4c7-d7d339116867 - e6dde80d-2977-419f-a05a-62ad0a7ac6de @@ -17,35 +19,31 @@ metadata: languages: [] audience: [developer, product-manager, business-owner] complexity: intermediate - keywords: [create plans, plan groups, fixed charges, billing interval, offer as annual, metered features, tiered pricing, plan features, subscription fees] - updated: 2025-11-27 + keywords: [create plans, plan groups, fixed charges, billing interval, offer as annual, metered features, tiered pricing, plan features, subscription fees, trial, free trial, trial period] + updated: 2026-04-07 featured: false deprecated: false --- -Once you’ve got a plan strategy along with a plan feature list, prices, and details, you’re ready to create plans them in Kinde. +Once you’ve got a plan strategy along with a plan feature list, prices, and details, you’re ready to create plans in Kinde. All plans must belong to a plan group. When you create your first plan, it will be automatically added to the default group. A plan group can only contain either user plans or organization plans. When you create your first plan, we automatically create a group based on the plan type you select. - ## Add a plan -1. Go to **Billing > Plans**. -2. If this is the first plan, select **Add plan** on the empty page. -3. If you already have plans, select **Add plan** in the top right. The **Add plan** window opens. +1. Go to **Billing > Plans** +2. Select **Add plan**, a window opens ![Add plans window](https://imagedelivery.net/skPPZTHzSlcslvHjesZQcQ/a8a237d5-c242-45dc-453e-a7ad66e33a00/public) -4. Choose whether the plan is for **Organizations** or **Users**, or select the **Group** the plan belongs to. Only one of these options will appear. You cannot change these selections later. -5. Give the plan a **Name** (e.g. `Free`), a **Description**. This is the name that will also appear in the pricing table (if you use one). -6. Give your plan a **Key** for referencing in your code. This cannot be changed after a plan is published. -7. Select a **Default currency**. This field only appears if one has not been set. You can change this later in **Settings > Billing**, but only before any of your plans are published. -8. Select **Save**. +3. Choose whether the plan is for **Organizations** or **Users**, or select the **Group** the plan belongs to. Only one of these options will appear. You cannot change these selections later. +4. Give the plan a **Name** (e.g., `Free`), a **Description**. This is the name that will also appear in the pricing table (if you use one). +5. Give your plan a **Key** (e.g., `free_plan`) for referencing in your code. This cannot be changed after a plan is published. +6. Select a **Default currency**. This field only appears if one has not been set. You can change this later in **Settings > Billing**, but only before any of your plans are published. +7. Select **Save** ## Configure plan settings @@ -62,11 +60,13 @@ This toggle controls whether users must enter credit card details when subscribi - **Enabled (default)**: Users will be prompted to enter their payment details during signup via a secure Stripe payment form. - **Disabled**: Users can subscribe without providing payment information and proceed directly to your application. - ### When to use each setting @@ -74,24 +74,53 @@ This option can only be disabled for plans that have no charges. If your plan in |-----------|---------------------| | Reduce signup friction for a free tier | Disable—let users try your product without entering payment details | | Capture payment info for easier upgrades | Enable—collect card details upfront for seamless plan transitions | +| Offer a free trial that converts to paid | Enable—required when trial period is enabled; payment details are collected before the trial ends | -4. Select **Save draft** or **Publish** to apply your changes. - -## Add a subscription fee or fixed charge to a plan +### Configure trial period -A fixed charge is a recurring charge such as base price or subscription fee. You can set **billing intervals** (daily, weekly, monthly, or yearly) and optionally **offer the charge as annual** with a custom yearly price when customers choose yearly billing. +